Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$5.89M Buy
6,570
+1,339
+26% +$1.2M 0.08% 162
2025
Q1
$3.56M Sell
5,231
-504
-9% -$343K 0.06% 234
2024
Q4
$3.61M Sell
5,735
-2,611
-31% -$1.65M 0.05% 275
2024
Q3
$6.46M Buy
+8,346
New +$6.46M 0.08% 159